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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
626
Financial Counselors Inc
Kansas
$451K -$91.7K -800 -17%
XM
627
XTX Markets
New York
$447K +$446K +3,895 New
MGIA
628
Matthew Goff Investment Advisor
Texas
$446K – – –
QCG
629
Quadrant Capital Group
Ohio
$438K -$13.4K -117 -3%
BIM
630
Bridges Investment Management
Nebraska
$436K +$66.6K +581 +18%
IA
631
IndexIQ Advisors
New York
$436K +$264K +2,308 +155%
CT
632
Caldwell Trust
Florida
$436K – – –
HCM
633
Hutchinson Capital Management
California
$433K – – –
AFP
634
Ausdal Financial Partners
Iowa
$433K +$1.72K +15 +0.4%
GRP
635
Global Retirement Partners
California
$426K -$89.7K -783 -17%
OPS
636
Orion Portfolio Solutions
Nebraska
$426K +$213K +1,861 +100%
NP
637
NorthRock Partners
Minnesota
$420K +$420K +3,662 New
PA
638
Parallel Advisors
California
$418K -$2.06K -18 -0.5%
DADC
639
D.A. Davidson & Co
Montana
$417K – – –
IBOK
640
Independence Bank of Kentucky
Kentucky
$409K -$28.6K -250 -7%
MC
641
Moors & Cabot
Massachusetts
$409K -$21.4K -187 -5%
HH
642
Hilltop Holdings
Texas
$405K +$5.73K +50 +1%
FAT
643
First American Trust
California
$405K +$405K +3,535 New
NCM
644
Noesis Capital Mangement
Florida
$401K – – –
T
645
TrueFG
Texas
$401K – – –
HC
646
Henshaw Capital
Massachusetts
$398K – – –
FCH
647
Freestone Capital Holdings
Washington
$397K +$153K +1,333 +63%
BJL
648
Brighton Jones LLC
Washington
$397K +$21.1K +184 +6%
KPWS
649
Kestra Private Wealth Services
Texas
$397K +$397K +3,464 New
WAM
650
Wealthspire Advisors (Maryland)
Maryland
$396K -$104K -906 -21%
24 25
26
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